Y.D. More Investments Ltd Lowers Position in Datadog, Inc. $DDOG

Y.D. More Investments Ltd cut its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 13.9% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 19,468 shares of the company’s stock after selling 3,135 shares during the period. Y.D. More Investments Ltd’s holdings in Datadog were worth $2,298,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Nomura Asset Management Co. Ltd. boosted its position in shares of Datadog by 8.0% in the fourth quarter. Nomura Asset Management Co. Ltd. now owns 152,674 shares of the company’s stock worth $20,762,000 after buying an additional 11,348 shares during the period. Norges Bank acquired a new stake in shares of Datadog during the fourth quarter worth approximately $469,461,000. MUFG Securities EMEA plc increased its position in shares of Datadog by 115.6% in the 4th quarter. MUFG Securities EMEA plc now owns 13,342 shares of the company’s stock worth $1,814,000 after purchasing an additional 7,154 shares during the last quarter. BNP Paribas increased its holdings in Datadog by 18.4% in the fourth quarter. BNP Paribas now owns 41,280 shares of the company’s stock valued at $5,614,000 after buying an additional 6,403 shares during the last quarter. Finally, Patton Fund Management Inc. raised its position in shares of Datadog by 1,964.8% during the 4th quarter. Patton Fund Management Inc. now owns 38,550 shares of the company’s stock valued at $5,242,000 after acquiring an additional 36,683 shares in the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Needham reportedly reiterated a Buy rating and raised its price target, adding to the bullish analyst tone around Datadog’s cloud and AI growth prospects. Article link
• Positive Sentiment: Zacks Research upgraded Datadog from “hold” to “strong-buy,” reinforcing expectations that analysts see more upside ahead. Article link
• Positive Sentiment: Market commentary highlighted Datadog as one of several internet stocks with solid upside potential, citing AI-led growth, cloud demand, and enterprise adoption. Article link
• Positive Sentiment: Recent coverage emphasized Datadog’s AI-driven momentum, including revenue above $1 billion, record new logo bookings, and new AI-focused product launches that could support long-term growth. Article link
• Neutral Sentiment: Several articles focused on whether Datadog’s strong run and AI enthusiasm have already been priced in, with some analysts noting the stock still looks expensive on sales despite fair value on cash flow. Article link
• Neutral Sentiment: Datadog’s short-interest update showed no meaningful short position data change, so it does not appear to be a major trading driver.
• Negative Sentiment: One report noted insider selling, with Amit Agarwal disposing of 20,000 shares, which can add some caution around near-term sentiment. Article link

Analyst Ratings Changes

Several equities analysts recently issued reports on DDOG shares. Canadian Imperial Bank of Commerce raised their price objective on Datadog from $250.00 to $280.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 10th. Royal Bank Of Canada restated an “outperform” rating and issued a $250.00 price target on shares of Datadog in a research report on Wednesday, June 10th. Rothschild & Co Redburn assumed coverage on shares of Datadog in a report on Thursday, April 23rd. They issued a “buy” rating and a $170.00 price target for the company. Daiwa Securities Group boosted their price objective on shares of Datadog from $190.00 to $240.00 and gave the company a “buy” rating in a research report on Wednesday, May 13th. Finally, DA Davidson set a $250.00 target price on Datadog in a report on Friday, May 22nd. Two investment analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating, two have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Datadog has an average rating of “Moderate Buy” and a consensus target price of $244.73.

Insider Activity

In related news, CTO Alexis Le-Quoc sold 53,912 shares of Datadog stock in a transaction dated Wednesday, July 8th. The stock was sold at an average price of $257.24, for a total value of $13,868,322.88. Following the transaction, the chief technology officer owned 509,805 shares of the company’s stock, valued at approximately $131,142,238.20. This trade represents a 9.56% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Kerry Acocella sold 5,371 shares of Datadog stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $233.91, for a total transaction of $1,256,330.61. Following the completion of the transaction, the general counsel directly owned 127,866 shares in the company, valued at approximately $29,909,136.06. This trade represents a 4.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,459,533 shares of company stock valued at $322,938,830 in the last ninety days. 6.48% of the stock is owned by company insiders.

Datadog Stock Performance

Shares of NASDAQ:DDOG opened at $257.54 on Monday. The company has a 50 day moving average of $226.55 and a 200-day moving average of $160.34. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25. The firm has a market cap of $91.67 billion, a P/E ratio of 677.75, a P/E/G ratio of 26.19 and a beta of 1.54. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $278.70.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.51 by $0.09. The company had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The firm’s revenue for the quarter was up 32.1% on a year-over-year basis. During the same period last year, the firm earned $0.46 EPS. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. As a group, analysts anticipate that Datadog, Inc. will post 0.64 earnings per share for the current fiscal year.

Datadog Profile

Datadog (NASDAQ: DDOG) is a cloud-based monitoring and observability platform that helps organizations monitor, troubleshoot and secure their applications and infrastructure at scale. Its software-as-a-service offering collects and analyzes metrics, traces and logs from servers, containers, cloud services and applications to provide real-time visibility into system performance and health. Datadog’s platform is widely used by engineering, operations and security teams to reduce downtime, accelerate incident response and improve application reliability.

The company’s product suite includes infrastructure monitoring, application performance monitoring (APM), log management, real user monitoring (RUM), synthetic monitoring and network performance monitoring, along with security-focused products such as security monitoring and cloud SIEM.